See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $451,578 | $154,117+193.0% | $129,995+247.4% | $139,434+223.9% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 11.38% | 32.48%-21.1pp | -137.18%+148.6pp | 372.94%-361.6pp |
| Employer contribution / active EE | $1,869 | $5,289-64.7% | $4,320-56.7% | $4,751-60.7% |
| Participant deferral / active EE | $9,022 | $6,710+34.5% | $5,820+55.0% | $6,710+34.5% |
| Admin fee / account holder | $25,893 | $14,007+84.9% | $10,614+143.9% | $11,403+127.1% |